In this video, I walk you through the "all-new 4-point deal inspection," a structured and effective approach to running your deal reviews. This framework, powered by Clari, helps you move beyond basic deal status updates and focus on strategic, data-driven actions.
Here are the key takeaways from my talk, highlighting how you can leverage Clari's latest features to get a complete view of your deals and drive better outcomes:
Understanding Deal Changes at a Glance: I demonstrate how to use color-coded indicators to quickly see what has changed in a deal—whether it's trending positively (green), negatively (red), or has a neutral update (blue). You'll learn how to customize the timeframe to see changes over the last 7, 14, or 30 days.
Predicting the Likelihood of a Win: I dive into the CRM Score, a confidence score that predicts the probability of a deal closing as won. I also preview the upcoming "Opportunity Score," which will incorporate conversational intelligence from Clari Copilot to give you even richer insights on topics discussed and competitors mentioned. You'll get a sneak peek at the ability to sort, group, and filter deals based on this score.
Enhance CRM Score with Copilot insights (Upcoming feature)
Group and Sort the CRM Score [Upcoming feature]
Analyzing Engagement and Relationships: We explore how to use deal indicators to understand a deal's activity and relationship health. I show you how the AI-powered insights panel automatically pulls in data from emails and meetings, giving you a comprehensive deal summary. You'll also see a demo of the "Ask Clari for a call" feature, which allows you to ask the AI specific questions about the call connected to the deal, such as "Did we discuss pricing?" or "Was the budget discussed?". I also explain how to track key personas to ensure you are engaged with the right stakeholders.
Defining and Executing Next Steps: I highlight how Clari helps you define and track crucial next steps. I will show you how "Smart CRM Suggestions" from Copilot can automatically update your sales methodology fields based on call transcripts, saving reps time and improving CRM hygiene. You'll also learn how to create actionable tasks using the Groove integration and set up proactive "opportunity field notifications" to stay on top of specific deal changes.
This is a trimmed portion of my recent webinar on the topic. For a complete understanding and a live walkthrough of all these functionalities, I encourage you to watch the full recording.
